MWM

Moran Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.39M
4
IPG icon
Interpublic Group of Companies
IPG
+$8M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$6.71M

Top Sells

1
+$21.4M
2
+$11.5M
3
+$9.53M
4
PRU icon
Prudential Financial
PRU
+$8.42M
5
MOS icon
The Mosaic Company
MOS
+$7.37M

Sector Composition

1 Industrials 17.95%
2 Healthcare 14.23%
3 Technology 12.53%
4 Financials 10.02%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.8M 0.85%
56,175
-989
27
$22.4M 0.84%
49,044
-4,116
28
$22.3M 0.84%
375,496
+16,405
29
$21.5M 0.81%
279,515
+16,644
30
$21.5M 0.81%
73,172
-1,667
31
$21M 0.79%
225,871
+1,884
32
$20.9M 0.79%
347,543
+23,920
33
$20.4M 0.77%
646,125
+38,031
34
$20.3M 0.76%
1,136,566
+36,812
35
$19.9M 0.75%
59,928
-912
36
$19.6M 0.74%
65,020
-1,357
37
$19.4M 0.73%
114,190
-3,007
38
$19.4M 0.73%
43,315
-1,037
39
$19.1M 0.72%
362,417
+4,188
40
$19M 0.71%
40,393
-361
41
$18.9M 0.71%
536,456
+27,710
42
$18.8M 0.71%
217,268
+2,015
43
$18.7M 0.7%
185,644
+2,255
44
$18.7M 0.7%
96,332
+10
45
$18.6M 0.7%
41,880
-256
46
$18.5M 0.7%
34,236
-612
47
$18.3M 0.69%
125,912
-1,633
48
$18.3M 0.69%
353,306
+4,456
49
$18.3M 0.69%
218,245
-7,173
50
$18.1M 0.68%
39,503
-752
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2
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